Finli (IPWM) Limited

Reference number: 591331

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Finli (G&P) Ltd Reference number: 142752 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Finli (IPWM) Limited (FRN 591331) is an AR of Finli (G&P) Ltd (FRN 142752). When you use Finli (IPWM)'s services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Finli (IPWM), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When finli.co.uk first appeared online, and whether it can receive email
  • What kind of line 01924 200241 is
  • Who else gives the postcode WF5 9TT
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • Finli Trading name
  • IP Wealth Management Limited Former name
  • IP Wealth Management Ltd Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Finli (G&P) Ltd, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
08244150
Company status
Active
Company type
Private limited company
Incorporated
8 October 2012 (14 years old)
Registered office
C/O Freeths Llp, 3rd Floor, Northgate House Northgate House, 450-500 Silbury Boulevard, Milton Keynes, MK9 2AD, England
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Directors and company secretaries

Name Role Born Appointed Other companies
Nikky Broumley Director May 1976 8 Oct 2012 9 other companies
Darren Bedford Director Nov 1984 14 May 2024 1 other company
Andrew Bernard Thompson Director Nov 1968 4 Dec 2025 14 other companies
Darren William John Sharkey Director Jul 1970 4 Dec 2025 114 other companies
Hannah Ruth Stacey Secretary Not published 15 Feb 2024 –

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
120
closed down
55
went insolvent
7

In the full report: all 120 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • The 7 that went into liquidation or administration
  • The 22 on the FCA register, including 4 no longer authorised
  • The 16 companies these 4 directors run together
  • All 7 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2024Small company accountsNot audited

Net assets

£376k

+249% from £108k

Cash at bank

£187k

+100% from £93.7k

Employees (average)

35

+9.4% from 32

Owed within a year

£3.28m

+39% from £2.35m

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2019 to 2024
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 08244150. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Finli (IPWM)’s history from the FCA register and Companies House, newest first.

Key events (5) All events (16)

2025

4 December 2025

  • Changed its registered name from "IP Wealth Management Limited"

FCA register · Companies House

13 November 2025

  • Changed its registered name from "IP Wealth Management Ltd"

FCA register

2016

6 April 2016

  • Prosperity Associates (UK) Limited took control (75–100% of shares)

Companies House

2012

15 November 2012

  • Became an appointed representative

FCA register

8 October 2012

  • Incorporated at Companies House

Companies House

In the full report: all 16 events

  • All 16 events in its history (5 shown here)
  • Every director appointment and resignation: 10
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Firms connected to Finli (IPWM)

Other FCA-listed firms that share a director, phone number or address with Finli (IPWM). A link shows who the firm is tied to, not whether either can be trusted.

connected firms
4
share a director
3
share its postcode
1

In the full report: all 4 connected firms, named

  • How each is linked: shared directors (3), the same postcode (1)
  • Who links each one: the named directors, with dates
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Firms like Finli (IPWM)

Other firms of the same type (financial adviser), nearest first.

In the Wakefield (WF) postcode area

Andrassy Parkin Financial Planning LtdWakefieldAppointed representativeArboretum Financial Planning LimitedAppointed representativeBbt Consulting LLPWakefieldAppointed representativeBluebelle Financial Planning LtdOssettAppointed representativeCunnington Wealth LtdWakefieldAppointed representativeCygnet Wealth Management LtdPontefractAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Finli (IPWM)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 120 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 6 years of accounts, charted
  • All 16 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Finli (IPWM) Limited FCA authorised?
Finli (IPWM) Limited (FRN 591331) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Finli (IPWM)?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Finli (IPWM) Limited (FRN 591331) is an AR of Finli (G&P) Ltd (FRN 142752). When you use Finli (IPWM)'s services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Finli (IPWM), complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Finli (IPWM)’s phone number and website?
The FCA register lists the phone number 01924 200241 and the website Finli.co.uk for Finli (IPWM). If you were given different contact details, use these to check with the firm before going any further.
Is Finli (IPWM) a scam or clone?
Finli (IPWM) is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Finli (IPWM)?
Protection works through Finli (G&P) Ltd, the principal firm responsible for Finli (IPWM)'s regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Finli (IPWM)?
Finli (IPWM) is owned by Prosperity Associates (UK) Limited, which holds 75–100% of shares and 75–100% of votes, since 6 April 2016.
Who runs Finli (IPWM)?
Companies House lists 4 directors of Finli (IPWM): Nikky Broumley, Darren Bedford, Andrew Bernard Thompson and Darren William John Sharkey.
How long has Finli (IPWM) been in business?
The company was formed on 8 October 2012.
What do Finli (IPWM)’s latest accounts show?
Its latest accounts, to 31 December 2024, show net assets of £376k (+249% from £108k) and cash at bank of £187k (+100% from £93.7k).
Does Finli (IPWM) use any other names?
It trades as Finli. It has previously used 2 other names: IP Wealth Management Limited and IP Wealth Management Ltd.

Sources and links

The full report on Finli (IPWM) Limited

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